Gregory Mc Millin is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has eight years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory role, he is involved as a Pyro Technician managing fireworks displays in Happy Valley, Oregon, and serves as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Jessica Boland is a financial advisor at Robert W. Baird & Co. in Portland, Oregon, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in a resale home accessories business, handling marketing, sales, purchasing, and restoration. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and providing both traditional and complex investment strategies.

Nicholas Thorne is a CFP® and Series 66 holder with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Amazon and the University of Arizona Campus Recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Peter Spiekerman is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and with 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through a variety of advisory programs. The firm customizes investment strategies based on clients’ risk profiles and employs a combination of in-house and third-party managers, offering services that include portfolio management, financial planning, and brokerage.

Robert Wood-Hammack is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He has a professional background that includes roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as experience as a Financial Representative at Country Financial. Robert focuses on helping individuals and families pursue their financial goals through a collaborative, needs-based, and educational approach. He partners with clients to create and implement plans designed to help them work toward their financial objectives.

Matthew Horne is a CFP® with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He holds a Series 63 license and is based in Sherwood, Oregon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Carmen Gibson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2006 and also has experience with Piper Jaffray & Co starting in 1996. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jacob Heger is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and based in Lake Oswego, Oregon. He has one year of industry experience, beginning in 2025, and prior to that, he was a full-time student and worked at Vanir Technology Group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and offering event-driven planning services such as divorce and estate settlement planning.

Michael Connell is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Deutsche Asset Management and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Alicia Wilson is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 22 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Morgan Stanley Wealth Management offers a diverse range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

David Jackson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006 and Piper Jaffray & Co since 2004. Outside of his advisory role, he serves as a soccer referee and is involved with the Alameda Soccer Club as an equipment manager and board voting member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Douglas Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and BancWest Investment Services. Outside of advisory work, he owns and operates a Christmas tree farm and is involved in insurance brokerage through Stafford Wealth Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships that use firm-approved software to provide written recommendations.

Christopher Scott is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following three years at Foresters Advisory Services and Foresters Financial Services. Scott is a 50% owner of Scott Wealth Management, an entity associated with his work at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated managers with various program structures and custodial relationships.

Keoni Hudson Rasmussen is a CFP®-designated financial advisor with Raymond James Financial, based in Tigard, OR, and has 13 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of his advisory role, he is involved in disability insurance sales as an agent and owns support companies related to his financial practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs along with municipal and public finance services.

Travis Pratt is a financial advisor with Ameriprise in Durham, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages a business focused on payroll and business expense management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ronald Elia is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 2011, as well as a one-year tenure at Charles Schwab. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Larry Mathis is a financial advisor with OSAIC in Lake Oswego, Oregon, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments. He has business activities involving group insurance referrals, financial planning through a sole proprietorship, and life insurance agency work. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and offers portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Sara Richardson is a financial advisor with UBS Financial Services in Lake Oswego, OR. She holds a Series 66 designation and has 23 years of industry experience. Prior to joining UBS in 2006, she worked at U.S. Bancorp Piper Jaffray Inc. since 2001. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Jessica Porter is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2018, she worked at Sii from 2013 to 2018. Outside of OSAIC, Porter is a partner at BPG Wealth Management and provides consulting services for the Business Planning Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.